See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,139 | $211,958-66.9% | $169,463-58.6% | $135,375-48.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.72% | 3.26%-16.0pp | 1.83%-14.5pp | 519.73%-532.5pp |
| Employer contribution / active EE | $10,281 | $5,120+100.8% | $4,159+147.2% | $4,779+115.1% |
| Participant deferral / active EE | $7,788 | $6,075+28.2% | $5,277+47.6% | $5,609+38.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |